We are live on ! Find out more
AHR icon

American Healthcare REIT

391 hedge funds and large institutions have $3.81B invested in American Healthcare REIT in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 142 increasing their positions, 132 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

799% more call options, than puts

Call options by funds: $8.5M | Put options by funds: $946K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

64% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 47

24% more capital invested

Capital invested by funds: $3.08B → $3.81B (+$727M)

10.18% more ownership

Funds ownership: 77.3%87.48% (+10%)

6% more funds holding

Funds holding: 368391 (+23)

8% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 132

Holders
391
Holders Change
+23
Holders Change %
+6.25%
% of All Funds
5.15%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
77
Increased
142
Reduced
132
Closed
47
Calls
$8.5M
Puts
$946K
Net Calls
+$7.55M
Net Calls Change
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
226
FLC Capital Advisors
California
$402K -$175K -6,500 -31%
CIBC World Market
227
CIBC World Market
Ontario, Canada
$401K -$20.2K -752 -5%
BEI
228
Benjamin Edwards Inc
Missouri
$396K +$12.2K +455 +3%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$395K +$14.3K +533 +4%
HFO
230
Heritage Family Offices
Arizona
$395K -$262K -9,747 -41%
CW
231
CreativeOne Wealth
Kansas
$394K -$142K -5,282 -28%
KFSC
232
Keystone Financial Services (Colorado)
Colorado
$392K -$137K -5,096 -27%
CFD
233
Creative Financial Designs
Indiana
$387K +$90.7K +3,372 +33%
Vontobel Holding
234
Vontobel Holding
Switzerland
$383K +$362K +13,475 New
Two Sigma Advisers
235
Two Sigma Advisers
New York
$372K +$99.5K +3,700 +39%
OFS
236
OneAscent Financial Services
Alabama
$371K +$351K +13,050 New
CP
237
Castleview Partners
Texas
$362K -$158K -5,885 -31%
SWM
238
Selective Wealth Management
Virginia
$359K +$353K +13,128 New
AAS
239
Ameritas Advisory Services
Nebraska
$358K +$83.7K +3,110 +33%
AWM
240
Accurate Wealth Management
Florida
$354K +$350K +13,005 New
AC
241
Anson Capital
Georgia
$353K
GSWM
242
Golden State Wealth Management
California
$353K +$334K +12,418 New
IAG
243
Investmark Advisory Group
Connecticut
$350K +$47.6K +1,768 +17%
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$336K +$318K +11,840 New
B
245
Bailard
California
$335K +$317K +11,800 New
FHC
246
First Heartland Consultants
Missouri
$335K +$33.3K +1,239 +12%
M&T Bank
247
M&T Bank
New York
$330K +$74.6K +2,775 +31%
CAS
248
Coppell Advisory Solutions
Texas
$328K +$144K +5,354 +86%
GFA
249
Gallagher Fiduciary Advisors
Illinois
$325K
IWC
250
Integrated Wealth Concepts
Massachusetts
$325K +$64.2K +2,386 +26%

AHR Hedge Fund Activity: Q4 2024 in Review

391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Healthcare REIT (AHR) for Q4 2024, worth a combined $3.81B — up 24% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new AHR positions and 47 closed out — a net gain of 30 holders — while 142 added to existing stakes and 132 trimmed.

The largest buyer was Vanguard Group, adding an estimated $201M. The largest seller was Wellington Management Group, cutting an estimated $86.7M.

  • 391 institutional investors held American Healthcare REIT (AHR) as of Q4 2024, up from 368 in Q3 2024.
  • Funds reported $3.81B of American Healthcare REIT stock for Q4 2024, up 24% quarter-over-quarter.
  • 77 funds opened new American Healthcare REIT positions in Q4 2024 and 47 closed out, a net change of +30 holders.
  • The largest American Healthcare REIT buyer in Q4 2024 was Vanguard Group, an estimated $201M added.
  • The largest American Healthcare REIT seller in Q4 2024 was Wellington Management Group, an estimated $86.7M sold.

Based on aggregated 13F filings for Q4 2024.